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Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,687 | $175,231-87.1% | $149,696-84.8% | $139,466-83.7% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 23.78% | 166.77%-143.0pp | 134.46%-110.7pp | 373.66%-349.9pp |
| Employer contribution / active EE | $1,064 | $5,478-80.6% | $4,821-77.9% | $4,754-77.6% |
| Participant deferral / active EE | $3,931 | $6,521-39.7% | $5,682-30.8% | $6,712-41.4% |
| Admin fee / account holder | $21 | $16,155-99.9% | $13,212-99.8% | $11,409-99.8% |